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Investment Management

The delivery of superior, personalized wealth management solutions and service is the guiding principle of the specialists at First National Bank and Trust Company.  Recognizing that no two individuals, families, or companies are alike, we take the time to get to know you, to understand every aspect of your life, family, business and personal goals.  Only then, do we begin the process of developing a customized strategy that truly reflects your unique values, priorities and financial goals. As a client you will find that we will work diligently to build a lasting relationship with you - a relationship built on trust, confidentiality, and performance.

Investment Management / Agency Accounts
An agency account allows us to manage your investments. You authorize us to make all decisions about your investment based upon your prescribed guidelines. You can add or withdraw assets at any time. We also provide accounting, recordkeeping, income collection and safe-keeping facilities. 

IRA Rollovers
If your career has changed or you have retired, you can roll the funds in your retirement account over into an IRA and keep those funds tax sheltered and growing.  Enjoy a variety of investment options and the high degree of specialized services First National Bank and Trust is known for.  

Custodial Accounts
With this arrangement First National Bank and Trust Wealth Management administers the custodial aspects of your Investment Account or IRA. We provide accounting, recordkeeping, income collection, and safe-keeping facilities. We do not provide investment management or advice.

Investment Products
Stocks
Bonds
Government Securities
Mutual Funds
Exchange Traded Funds
Money Markets
CDs

Not FDIC Insured - No Bank Guarantee - May Lose Value